---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create a task for a digital forensic legal matter

# Create a task for a digital forensic legal matter {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

Create a task for a digital forensic legal matter and add instructions and to-do
items in a checklist for the task owner to work on.

## Antes de Iniciar

Role required: sn_lg_matter.matter_fulfiller

## Por Que e Quando Desempenhar Esta Tarefa

As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner,
Assignment group, and Assignment group permission fields.

## Procedimento

1. Navigate to AllLegal RequestLegal Counsel Center.
2. In the Legal Counsel Center tab, select the list icon (![List icon]()).
3. In the Lists tab, open a legal matter by selecting an option under Matters.

   | Option | Steps |
   | As an assignee | 1. Select the Assigned to Me option. 2. Select a legal matter to work on. 3. If the legal matter is newly assigned to you, select Start to start working on it. The state of the legal matter updates to Work in Progress. {#create-dft-matter-task__p_zj2_nfg_h1c} {#create-dft-matter-task__ol_rbl_2bj_gtb} |
   | As a collaborator | 1. Select the Collaborations option. 2. Select a legal matter to work on. {#create-dft-matter-task__ol_sbl_2bj_gtb} |
   |-|-|

   {#create-dft-matter-task__choicetable_qbl_2bj_gtb}
4. To add a matter task, in the Tasks tab, click New to [add
   a task](https://servicenow-prod.fluidtopics.net/GtEL6T83OTnK4Dtl~mwIxQ "Create a task in a legal matter or a phase of the matter that you or another user should perform to resolve the matter.").  
   The matter task is created and Artifacts, Approvers, and Data Source Details tabs are displayed.
5. On the Task form, add a new data source.
   1. In the Data Source Details tab, click New.
   2. On the form, fill in the fields.  
      {#create-dft-matter-task__table_ybk_k4b_14b__entry__2}

      | Field | Description |
      |-|-|
      | Search source | Source in which the digital evidence is to be investigated. One or more fields appear on the form based on the data source configuration. For more information, see [Configure a data source for digital forensics](https://servicenow-prod.fluidtopics.net/0z6zItaViPLFGSFWbwrGlQ "Configure a data source a requester can select in a digital forensics request as the source of potentially evidential data."). |
      | Type | Type of data---custodial or non-custodial---to investigate. |
      | Custodial data | User whose data need investigation. The list displays custodians added in the legal matter. This field appears only when Custodial Data is selected from Type. |
      | Non-custodial data | Details of the non-custodial data to investigate. The list displays non-custodial data added in the legal matter. This field appears only when Non Custodial Data is selected from Type. |
      | Hold notice issued | Option for indicating that the custodian has been notified of the legal hold on the data or device. |
      [Tabela 1. Data Source Details form]

      {#create-dft-matter-task__table_ybk_k4b_14b}
   3. Click Save.

   A Data Source Detail record for a selected custodial or non-custodial data is added in the matter task. It appears in the Data Source Details tab on both the Task form and Matter form.

   If there
   are fulfillment steps associated with the selected data source, they are
   added in the Task form as well.
6. Go back to the Task form and in the contextual side bar, add instructions and to-do items for the task.
   * In the Instructions section, click Add to add instructions for the assigned user to do for completing the task.
   * In the Checklist section, click Create to add to-do items to track the progress of activities in the matter task.
   {#create-dft-matter-task__choices_t2l_qd4_rnb}
7. **Opcional:** [Add an artifact (folder)](https://servicenow-prod.fluidtopics.net/u~M4jZTwkzrwr4pTGpGJag "Create an artifact for a legal matter to upload and store documents, emails, and files related to the matter.") in which you or the assigned person can upload files related to the task or its investigation.
8. In the Details tab of the Task form, select a user in the Assigned to field to assign the task to work on.

## O que Fazer Depois

The assigned user can [work on the matter
task](https://servicenow-prod.fluidtopics.net/8kt4yYNHlYp2_1UfRz_wNQ "Follow the instructions and complete the to-do items in the checklist of a legal matter task assigned to you.") by following the instructions and completing the checklist
items.